See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,722 | $108,719-96.6% | $101,326-96.3% | $85,563-95.6% |
| Participation rate | 41.9% | 80.9%-39.0pp | 81.5%-39.6pp | 66.0%-24.1pp |
| Annual return | 33.62% | 20.95%+12.7pp | 36.82%-3.2pp | 31.51%+2.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $952 | $8,545-88.9% | $7,994-88.1% | $4,375-78.2% |
| Admin fee / account holder | $817 | $685+19.3% | $11,185-92.7% | $834-2.1% |